-64.3%
FISV vs SUI
-6.7%
-57.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -3.0% | -3.3% |
| 7D | -6.4% | -4.3% | -2.1% | -3.1% |
| 30D | -6.8% | -2.1% | -4.7% | -5.4% |
| 3M | -10.0% | -6.1% | -3.9% | -5.4% |
| 6M | -20.6% | -12.8% | -7.9% | -11.3% |
| YTD | -27.6% | -4.6% | -22.9% | -26.6% |
| 1Y | -64.3% | -7.7% | -56.6% | -62.0% |
| All | -64.3% | -6.7% | -57.6% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling